Institutional Services Associate

**Primary Locations**:Montreal, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
National Bank Trust’s Institutional Client Services offers business solutions to companies of all sizes as well as to various levels of government and public sector entities. We have built up solid expertise in dealing with pension plans, investment companies, foundations, mutual funds, government agencies, financial institutions and religious communities.
Our mandate? To provide peace of mind to our clients by offering easy and efficient turnkey services to allow them to focus on what matters most: their organization’s mission.

Your daily challenges
- Serve clients such as pension plans, investment companies, foundations, mutual funds, government agencies, financial institutions and religious communities
- Analyze and respond to various requests related to securities custody
- Work with internal teams to ensure activities are properly executed
- Perform various daily tasks to ensure processes run smoothly
- Coordinate setup for new clients (parameterization of systems, billing, access to the portal, suppliers, legal documents, etc.)
- Identify and document risks and issues related to activities
- Support the Manager - Institutional Markets in identifying opportunities when analyzing client files and drafting proposals
- Produce various reports and dashboards and ensure data integrity
- Perform holistic impact analysis of client structure changes that require the resolution of taxation, compliance, accounting and operational issues (mergers, restocking, transfers, mutual fund trust launches, disposition of mutual funds, etc.) and implement solutions tailored to the situation
- Initiate, develop, enhance and document the implementation of new processes to ensure activities are efficient while reducing risks
- The team works 100% remotely, with some in-person meetings to develop partnership within the team. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

What you’ll need to succeed in this role
- Bachelor's degree in a related field plus 5 years of relevant experience OR master's degree in a related field plus 3 years of relevant experience
- Solid expertise in and knowledge of securities custody and fund administration
- Solid communication and interpersonal skills
- Ability to analyze and solve complex problems
- Ability to prioritize activities that maximize business value for clients and the organization
- Bilingualism (English and French) required, as you will work closely with colleagues outside Quebec

Your benefits:
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
Ready to live your ambitions?